# Retainvo (retainvo.com)

Keeps a client record per customer with documents and status, runs an onboarding checklist against it, and offers a white-label client portal.

- Atlas card: https://inite.ai/en/atlas/retainvo.com
- Site: https://retainvo.com
- For: Small practices, agencies or firms that keep ongoing clients and need records and a client portal.
- Categories: sales
- Use 0/100 · alive 100/100

## Used for

- Onboard new clients with a tracked task checklist
- Keep each client's documents and status in one record
- Share client documents and status through a branded portal

## Price

- from 29 USD/month, free plan (read 2026-10-21 on https://retainvo.com/pricing/)

## For developers

- OpenAPI: https://retainvo.com/openapi.json (8 paths)
- MCP server: com.retainvo/site (namespace; open on 2026-10-21, 7 tools)
- Read 2026-10-21

## MCP server, measured daily

Server: https://retainvo.com/mcp, checked every day since 2026-10-21 (7 checks).

- Answered: 86% of daily checks
- Median first answer: 916 ms
- Sign-in: none
- Context its tool definitions take: about 676 tokens (7 tools)
- Tool definitions: C, 71/100
- Failing "params_described": 5 of 7 tools
- Failing "annotations": 7 of 7 tools
- Method: https://inite.ai/en/atlas/mcp/report

## Your data

- Certifications stated: none
- Read 2026-10-21

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Source: INITE Atlas, https://inite.ai/en/atlas/retainvo.com. JSON: https://inite.ai/api/atlas/retainvo.com. MCP: https://inite.ai/api/mcp (atlas_lookup).